Comprehensive Financial Consultants Institutional, Inc.

Comprehensive Financial Consultants Institutional, Inc. (CRD# 128257) is a financial advisory firm headquartered in Bloomington, IN. They manage $370,466,698 in 2,138 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    370
    MILLION
  • Total Number of Accounts
    2,138
    ACCOUNTS
  • Average Account Value
    $173,277
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CO, FL, GA, IN, MI, NE, TX

Financial Advisors at Comprehensive Financial Consultants Institutional, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Daniel L. Hays
CRD#: 4332513
674 South College Avenue, Bloomington, IN 47403

Daniel Hays (CRD# 4332513) is an Investment Advisor Representative working at Comprehensive Financial Consultants Institutional, Inc. in Bloomington, IN and has over 21 years of experience in the finance industry.

2
Rodney L. Holloway
CRD#: 2725803
674 S. College Ave, Bloomington, IN 47403

Rodney Holloway (CRD# 2725803) is an Investment Advisor Representative working at Comprehensive Financial Consultants Institutional, Inc. in Bloomington, IN and has over 26 years of experience in the finance industry.

3
Eric G. Nordberg
CRD#: 2056510
674 S. College Avenue, Bloomington, IN 47403

Eric Nordberg (CRD# 2056510) is an Investment Advisor Representative working at Comprehensive Financial Consultants Institutional, Inc. in Bloomington, IN and has over 31 years of experience in the finance industry.

4
Gregory A. Smith
CRD#: 1506872
360 East Turkey Track Lane, Pinetop, AZ 85935

Gregory Smith (CRD# 1506872) is an Investment Advisor Representative working at Comprehensive Financial Consultants Institutional, Inc. in Pinetop, AZ and has over 35 years of experience in the finance industry.

5
Curtis L. Vandenberg
CRD#: 1929395
674 S. College Avenue, Bloomington, IN 47403

Curtis Vandenberg (CRD# 1929395) is an Investment Advisor Representative working at Comprehensive Financial Consultants Institutional, Inc. in Bloomington, IN and has over 28 years of experience in the finance industry.

6
Joshua C. Norris
CRD#: 6569645
674 S. College Avenue, Bloomington, IN 47403

Joshua Norris (CRD# 6569645) is an Investment Advisor Representative working at Comprehensive Financial Consultants Institutional, Inc. in Bloomington, IN and has over 2 years of experience in the finance industry.

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